The Future of Wealth Management Tech: Winners, Losers, and What's Changing
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August 11, 2025
The Complexities of Investing with Peter Lazaroff
Peter Lazaroff is the CIO of PlanCorp, Advisor at Brightplan, and Author of Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more.
Please enjoy our conversation with Peter Lazaroff.
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August 11, 2025
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